How big is Vermont Symphony Orchestra Association, Inc.'s plan?

Vermont Symphony Orchestra Association, Inc.'s plan reported $588K in assets and 5 participants for 2024.

Original filing (PDF)20250728151256NAL0001010003001

Vermont Symphony Orchestra Association, Inc.

Name: Vermont Symphony Orchestra Association, Inc. — Form 5500 Plan 001 (2024)
Creator: Vermont Symphony Orchestra Association, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vermont Symphony Orchestra, Inc. Retirement Plan

403(b) retirement plan · Vermont Symphony Orchestra Association, Inc.'s Vermont Symphony Orchestra, Inc. Retirement Plan held $588K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Elise Brunelle signed Vermont Symphony Orchestra Association, Inc.'s 2024 Form 5500 as plan administrator.

Elise Brunelle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vermont Symphony Orchestra Association, Inc.'s EIN is 03-0222134.

EIN 03-0222134

Plan number 001

Plan year 2024

ACK ID 20250728151256NAL0001010003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vermont Symphony Orchestra Association, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vermont Symphony Orchestra Association, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERMONT SYMPHONY ORCHESTRA ASSOCIATION, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

VERMONT SYMPHONY ORCHESTRA ASSOCIATION, INC.

EIN

all filings

Address

2 CHURCH STREET, MEZZANINE · BURLINGTON, VT · 054014457

Phone

(802) 864-5741

Industry

Arts, Entertainment, Recreation

Plan administrator